Donating Securities, Qualified Charitable Distributions & Donor-Advised Funds

Publicly Traded Securities:
Gifts of publicly traded securities, including stocks, mutual funds, municipal and corporate bonds, and treasury bills and notes, which are traded on the New York or American Stock Exchange shall be accepted by NAMI Will-Grundy. Gifts of appreciated securities may provide you with tax benefits. Please discuss you tax situation with your financial advisor, accountant, or attorney.

To make a gift of stock or securities, please provide the following information to your financial advisor:
Edward Jones DTC Number: 0057
Account Number: 533-22687-1-2
Account Registration: NAMI Will-Grundy
EIN: 90-0343172
Financial Advisor Contact: John C. Gillmann 815.744.2127

When transferring stock, please ask your broker to include your name on the transaction so that it will help us to identify your gift and acknowledge it promptly.

After making your stock donation, please contact Cheryl Habeeb, Assistant Director, so we are aware of your gift.

Donor-Advised Funds: To direct a gift to NAMI Will-Grundy from your donor advised fund, simply share our legal name, address, and federal tax ID.

NAMI Will-Grundy
2000 Glenwood Ave, Ste LL-100, Joliet, IL 60435
Federal Tax ID: 90-0343172

Qualified Charitable Distribution (QCD) from your IRA: If you are 70 1/2 or older, a charitable gift can be transferred directly from your IRA to NAMI Will-Grundy. The distribution will not be taxed and will qualify towards your required minimum distribution (RMD). Simply provide your financial advisor or administrator with our legal name, address, and federal tax ID.

NAMI Will-Grundy
2000 Glenwood Ave, Ste LL-100, Joliet, IL 60435
Federal Tax ID: 90-0343172